See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,110 | $101,069-92.0% | $81,478-90.0% | $147,584-94.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 23.09% | 32.40%-9.3pp | 38.78%-15.7pp | 578.55%-555.5pp |
| Employer contribution / active EE | $386 | $3,205-88.0% | $2,568-85.0% | $4,876-92.1% |
| Participant deferral / active EE | $386 | $4,242-90.9% | $3,537-89.1% | $5,439-92.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |